Use this to find information about a particular charity.

Charity Summary


Charity Details


University Of Otago Foundation Trust
CC20440
9429043207688
Registered

Registration details

9/01/2008
December 31

Address for service

C/- TREASURY ACCOUNTANT
FINANCIAL SERVICES DIV
PO Box 56
Dunedin
9054
Clock Tower Building
Leith Street
Dunedin
9054

Charity's other details

(03) 4704626


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The advancement of knowledge and sound learning; the dissemination and maintenance of knowledge and sound learning including through teaching and research; the carrying on of any other charitable object which may seem to the Trustees capable of being conveniently carried on or calculated directly or indirectly to advance the objects of the Deed, provided that all funds expended must be for or lead to public benefit in New Zealand.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Makes grants to individuals, as well as other organisations (e.g., the University of Otago)

Education / training / research

Other (please state)

(University Of Otago)

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act
University of Otago

Annual Returns


Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 8/06/2026 $32,257,000 $14,270,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 30/06/2025 $35,949,000 $12,998,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 26/06/2024 $32,207,000 $12,128,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 24/05/2023 $41,765,000 $61,154,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 27/05/2022 $31,101,000 $11,636,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 27/05/2021 $24,075,000 $12,825,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 10/06/2020 $47,775,000 $11,326,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 14/05/2019 $6,372,000 $11,466,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 12/06/2018 $28,811,000 $11,293,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 22/06/2017 $13,616,000 $10,582,000 load annual return's financial documents spinner gif
Included in Annual Return
loading image for pagination

Officer Details


Officers

Officer Name Position Effective Date
Graham Stuart Trustee 3/03/2026
Patricia Ann Oakley Trustee 1/10/2024
Grant Murray Robertson Vice-Chancellor 1/07/2024
Frazer Burnett Barton Trustee 1/03/2022
Simon Ross Tyler Trustee 13/07/2021
Stuart James McLauchlan Chair 12/06/2012

Past Officers

Officer Name Position Past Since
Lillah Caroline Hobson Trustee 31/12/2025
Stephen James Higgs Trustee 30/09/2024
Helen Nicholson Vice-Chancellor (Acting) 30/06/2024
David Roger Murdoch Trustee 19/07/2023
Royden John Somerville Trustee 28/02/2022
Helen Diana Nicholson Trustee 31/01/2022
Harlene Hayne Trustee 8/04/2021
John Francis Ward Trustee 2/04/2020
Mark Alexander Fitz-Gerald Trustee 21/11/2016
Alexander John Patrick Trustee 8/04/2016
loading image for pagination

Charity Updates


Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
20/04/2026 NOC047
12/12/2024 NOC045
25/07/2024 NOC044
20/06/2024 NOC041
14/08/2023 NOC039
24/05/2023 NOC037
21/02/2022 NOC033
21/02/2022 NOC032
1/02/2022 NOC031
29/09/2021 NOC030
loading image for pagination

Charity Documents


load dashboard supporting documents spinner gif
Date Uploaded Document Type Reference Name

No supporting documents.